Arista’s Early Lead in the Race to Rebuild the Data Center
And while the race is far from over, Arista has carved out an early lead.
P5G in 2026: The Great Divide Between Carpet and Concrete
Neither Siemens nor Celona is wrong. They’re just solving different problems for different people.
IBM & Arm: Together Extending Arm Architecture into Enterprise Computing
IBM and Arm announced a strategic partnership to support the Arm architecture on IBM’s enterprise computing platforms, IBM Z and LinuxONE. The collaboration aims to address two key enterprise needs: greater workload flexibility and infrastructure capable of handling AI- and data-heavy applications at a mission-critical level.
MLPerf Inference 6.0: Software Gains & Broadening Competition Shake Things Up
MLCommons released MLPerf Inference v6.0 results, marking what the consortium describes as the most significant update to the benchmark suite to date.
The round introduced five new workloads, including a multimodal vision-language model, a text-to-video generation benchmark, and a new interactive scenario for the DeepSeek-R1 reasoning model.
From Zero Trust to Zero Assumption: The RSAC 2026 Vibe Shift
Zero Trust, as it’s been marketed for the last decade, has officially entered its “participation trophy” era.
Everpure: Evergreen//One + Everpure Data Stream for AI Infrastructure (GTC 2026)
Everpure announced two updates to its AI infrastructure platform at GTC 2026: the expansion of Evergreen//One storage-as-a-service to FlashBlade//EXA, and the beta release of Everpure Data Stream, a co-engineered data pipeline solution built on the NVIDIA AI Data Platform reference design.
WEKA: NeuralMesh AIDP & STX Integration (GTC 2026)
At the recent GTC 2026, WEKA announced two major updates that enhance its position at the crossroads of AI storage and inference infrastructure. The company revealed the general availability of NeuralMesh AI Data Platform (AIDP), a ready-to-use appliance-style system based on the NVIDIA AI Data Platform reference design
Nutanix: Full-Stack Agentic AI Platform for Enterprise AI Factories (GTC 2026)
At the recent NVIDIA GTC 2026 event, Nutanix announced Nutanix Agentic AI, a full-stack software solution designed to help enterprises build, operate, and govern AI factories at scale.
The announcement enhances Nutanix’s existing hybrid cloud platform — including its AHV hypervisor, Flow Virtual Networking, Nutanix Kubernetes Platform, and Nutanix Enterprise AI — with features specifically designed for the operational needs of production agentic AI workloads.
HPE: AI Factory & Storage Advancements (GTC 2026)
At NVIDIA GTC 2026, HPE announced a broad expansion of its portfolio, including AI factory infrastructure, supercomputing platforms, and enterprise storage. These announcements collectively strengthen HPE’s role as a comprehensive NVIDIA-aligned infrastructure provider, extending the NVIDIA AI Computing by HPE portfolio with hardware based on the Vera Rubin and Blackwell GPU architectures, new CPU compute options, updated networking, and various software and services integrations.
NetApp: Next-Generation EF-Series Arrays for AI & HPC (GTC 2026)
NetApp announced the new EF50 and EF80 all-flash block storage arrays, the latest generation of its EF-Series, at the recent NVIDIA GTC 2026. The systems replace the previous EF-Series generation with a purpose-built design aimed at AI model training, high-performance computing simulations, and high-throughput transactional databases.
Cisco: Secure AI Factory Expands to the Edge with Agentic Security (GTC 2026)
At NVIDIA GTC 2026, Cisco announced a significant expansion of its Cisco Secure AI Factory with NVIDIA, broadening its validated AI infrastructure architecture from centralized data centers to enterprise and service provider edge deployments. The announcement includes hardware-accelerated security, updated switching silicon, new Cisco Validated Designs (CVDs), and a formalized multi-agent reference architecture.
Dell Technologies: AI Data Platform with NVIDIA (GTC 2026)
Dell Technologies announced a major expansion of its AI Data Platform at the recent NVIDIA GTC 2026 event. Dell’s AI Data Platform serves as the data foundation layer of its Dell AI Factory with NVIDIA. The announcement highlights three new architectural pillars: Data Orchestration Engine built on Dataloop, GPU-accelerated analytics embedded directly into the data layer, and
two new high-performance storage innovations, Lightning File System and Exascale Storage.
NVIDIA STX & CMX: Infrastructure for AI Context Storage (GTC 2026)
NVIDIA announced its BlueField-4 STX reference architecture at GTC 2026, introducing a modular framework for deploying accelerated storage infrastructure optimized for agentic AI workloads. The architecture addresses a specific technical challenge: as AI systems evolve from single-turn interactions to complex, multi-step agentic workflows with context windows spanning millions of tokens, existing storage hierarchies struggle to efficiently manage the growing KV cache that stores an AI agent’s working memory.
NVIDIA GTC 2026: Infrastructure Announcements
The focus at NVIDIA GTC 2026 was on developing a unified infrastructure model that vendors are now adopting. The industry has effectively reached a stage where NVIDIA sets the architectural standard, while partners compete on how well they implement it in enterprise and service-provider environments.
NVIDIA Just Rewired the AI Factory — And Networking Is Now the Star of the Show (GTC 2026)
Together, these components make a rack behave like a single system instead of a collection of servers held together by hope and bailing wire.
Everpure ActiveCluster for File
Everpure (formerly Pure Storage) recently announced ActiveCluster for file, extending its synchronous replication and continuous availability capabilities from block storage to file workloads. The company sees this capability as a foundational component of its Enterprise Data Cloud strategy, with general availability planned for Q2 2026.
IBM Quantum-Centric Supercomputing Reference Architecture
IBM has announced the industry’s first published reference architecture for quantum-centric supercomputing (QCSC), offering a technical blueprint for combining quantum processing units (QPUs) with traditional HPC infrastructure.
The framework focuses on computational problems that exceed traditional computing capabilities, particularly in molecular simulations and quantum chemistry calculations, where quantum mechanics governs system behavior.
Qualcomm Wi‑Fi 8 MWC 2026: Architecting the “Deterministic” Generation
Qualcomm’s MWC 2026 announcements highlight a pivot toward deterministic performance in dense, interference‑heavy environments.
Domino Data Lab Winter Release 2026: The Agentic AI Development Lifecycle
Domino Data Lab recently announced its Winter Release, becoming the first vendor to offer a fully governed, end-to-end platform for operationalizing agentic AI systems. The release features a new Agentic Development Lifecycle (ADLC) experience along with LLM hosting capabilities.
HPE Connectivity and Compute Announcements (MWC 2026)
At MWC 2026, Hewlett Packard Enterprise announced a significant expansion of its service provider portfolio, its broadest set of announcements following its acquisition last year of Juniper Networks.
The announcements focus on three primary pillars: ultra-high-density routing for AI backbones, modular compute for the telecommunications edge, and an integrated cloud operations stack. HPE is positioning these releases to address the “bursty” and high-bandwidth nature of AI training and inference workloads that are increasingly distributed across regional data centers.
Call Notes: Quarterly Semiconductor Update (March 2026)
Every quarter I participate in a call for buy-side investment analysts focused on the broader datacenter/hyperscaler semiconductor ecosystem. Here, I’m sharing the raw notes I used to drive that call.
NVIDIA Strategic Investments in Optical Interconnects
NVIDIA has committed over $4 billion in direct strategic investments across two optical interconnect companies, Lumentum and Coherent, supplemented by multibillion-dollar purchase agreements and equity participation in the optical startup Ayar Labs
Memory & Flash Crisis Update (March 2026)
The global memory market entered 2026 in a state of structural supply constraint. AI infrastructure demand has reallocated semiconductor manufacturing capacity toward HBM for GPU accelerators, creating scarcity in conventional DRAM and NAND flash products.
How to Think about VAST Data
If you’ve been tracking the enterprise infrastructure space for the past few years, you’ve probably encountered VAST Data. And if you’re like most IT practitioners I talk to, you’ve probably filed them in the “high-performance storage vendor” folder in your brain.
Everpure: Pure Storage’s Rebrand & Evolution to Data Management Platform
Pure Storage has rebranded as Everpure, reflecting a multi-year evolution from storage management into broader data management, and is also acquiring 1touch: Executive Summary Pure Storage today rebranded as Everpure, matching its ongoing expansion from its roots in performance flash storage into the broader data management market. The transition is accompanied by its intent to […]
SUSE Acquires Losant: Extending the Open Edge Stack into Industrial IoT
SUSE announced the acquisition of Losant, a Cincinnati-based industrial IoT (IIoT) platform. The acquisition marks a material expansion for SUSE, moving the company from being primarily an edge infrastructure provider (built around SUSE Linux Micro and K3s) to the application and orchestration layer, where operational data from industrial devices is aggregated, visualized, and acted on.
Dell Expands Private Cloud Portfolio with Nutanix AHV Support
Dell Technologies recently announced the expansion of its Dell Private Cloud offering to support Nutanix AHV as a third hypervisor option, complementing existing support for VMware vSphere and Red Hat OpenShift Virtualization.
IBM FlashSystem: Next Generation, Autonomous Storage Meets Agentic AI
IBM recently announced a significant refresh of its FlashSystem all-flash storage portfolio, replacing the 5300, 7300, and 9500 product lines with new 5600, 7600, and 9600 models. The company also introduced its new FlashSystem.ai, an agentic AI administration layer that IBM claims can reduce manual storage management effort by up to 90%.
Verizon’s Pivot Opens the Door: Why Private 5G Pioneers Are Prime M&A Targets in 2026
Real, paying customers are driving demand for edge inference in manufacturing and logistics, and Verizon is backing that with One Fiber.
Why Cisco Builds Silicon for the Data Center but Buys It for Wi‑Fi
Two domains. Two silicons. One intentional strategy.
The Carrier Pivot: What Verizon’s AI Strategy Signals for the Next Phase of Private 5G
What stands out is Verizon’s insistence that this is not speculative infrastructure building.
Call Notes: Compute Hardware & Semiconductor Ecosystem
Every quarter I participate in a call for buy-side investment analysts focused on compute hardware and the broader semiconductor ecosystem. Here, I’m sharing the raw notes from that call.
Research Note: Microsoft Azure Maia 200 Inference Accelerator
Microsoft recently announced its second-generation custom AI accelerator, the Maia 200. The new chip is an inference-optimized alternative to third-party GPUs in its Azure infrastructure. The company says the accelerator delivers 30% better performance per dollar than existing Azure hardware while supporting OpenAI’s GPT-5.2 models and Microsoft’s own synthetic data generation workloads.
Research Note: Commvault Unified Data Vault, S3-Compatible Protection for Modern Workloads
Commvault recently announced its Commvault Cloud Unified Data Vault, a cloud-native service that extends its air-gapped protection capabilities to data written using the S3 protocol. The service provides an S3-compatible endpoint that applies policy-driven protection to S3-based workloads without requiring agent installation or custom integration work.
Research Note: WD Innovation Day
Western Digital’s February 2026 Innovation Day showed a company fundamentally transformed from its legacy PC-centric storage roots into a critical AI infrastructure provider. The presentations unveiled breakthrough innovations that challenge long-held assumptions about hard drive technology limits.
Explainer: What Does It Mean to “Support Apache Iceberg” in a Storage System
Over the past several years, “Apache Iceberg support” has quietly become table stakes in modern data infrastructure conversations. Storage vendors list it in press releases, lakehouse platforms lead with it and architects assume it.
Broadcom Heats the Wi‑Fi 8 Conversation
Qualcomm is signaling readiness through ecosystem validation, while Broadcom is sampling silicon to OEMs to kickstart hardware development.
Research Note: Veeam Acquires Object First, Consolidating Its Backup Appliance Strategy
Veeam recently confirmed its acquisition earlier this month of Object First, an immutable backup storage appliance vendor founded by Veeam’s original co-founders Ratmir Timashev and Andrei Baronov in 2022.
The transaction resolves a strategic conflict where Veeam competed directly with Object First’s Ootbi appliance while simultaneously offering its own Veeam Software Appliance for backup storage. The acquisition provides Veeam with purpose-built hardware capabilities to complement its software-first strategy.
Research Note: HPE’s New Networking & Compute (NRF 2026)
At the recent NRF 2026 in New York, HPE expanded its retail-focused infrastructure portfolio with new networking and compute capabilities intended for always-on retail environments. The announcements emphasize tighter integration between edge networking, cloud-native AI operations, and fault-tolerant compute to support transaction continuity, operational visibility, and distributed retail services.
Research Note: CrowdStrike’s Shopping Spree, Acquires SGNL and Seraphic
CrowdStrike announced two strategic acquisitions in January 2026 that extend its Falcon platform into browser runtime security and continuous identity authorization. The company acquired SGNL for $740 million and Seraphic Security for an undisclosed amount, with both transactions expected to close in Q1 FY2027.
Research Note: Dell PowerStore OS v4.3 brings Capacity Expansion and Enterprise Resilience Enhancements
Dell Technologies has released PowerStore OS v4.3, introducing higher-capacity QLC flash drives, expanded replication capabilities, and file system operational improvements.
Research Note: Dynatrace Acquires DevCycle, Integrating Observability & Feature Management
Dynatrace this week announced the acquisition of DevCycle, a feature management platform built on the OpenFeature standard. The acquisition addresses a fundamental gap in modern software delivery: the disconnect between feature flag controls and runtime observability.
Research Note: Snowflake Acquires Observe, Advancing Data Platform & Observability Integration
Snowflake recently announced a definitive agreement to acquire Observe, an AI-powered observability platform built on Snowflake’s infrastructure. Valued at approximately $1 billion, this is Snowflake’s second observability-related acquisition, after TruEra in May 2024.
These acquisitions challenge the traditional separation between observability infrastructure and data platforms. By treating telemetry data (logs, metrics, traces) as first-class data within Snowflake rather than requiring specialized observability infrastructure, the combined offering promises to reduce observability costs while enabling full-fidelity data retention.
“Chips” is now the “C” in CES
While the focus of CES 2026 remained on consumer electronics, this year felt different. More expansive, with the semiconductor industry dominating the pre-show with overlapping announcements that reveal diverging strategies for AI workload acceleration, manufacturing sovereignty, and market expansion beyond traditional computing segments.
Research Report: Cisco FlashStack with Nutanix
The enterprise infrastructure market is faced with disruption across multiple fronts. Traditional virtualization platforms face unprecedented disruption, while emerging AI-first workloads demand architectures that seamlessly span on-prem, cloud, and edge environments.
It’s against this backdrop that Nutanix, Cisco, and Pure Storage have collaborated to reimagine converged infrastructure with Cisco’s FlashStack with Nutanix.
Research Note: Qualcomm Validates Wi‑Fi 8 Silicon with LitePoint — A Key Readiness Milestone
For enterprise leaders the marketing noise of Wi-Fi 8 is beginning to be replaced by concrete readiness indicators.
Building the “Always‑On” Store – HPE’s Practical Approach to Retail at NRF 2026
HPE’s presence at NRF 2026 shows a broader industry shift toward “always‑on” retail
Research Note: VAST’s Novel Approach to NVIDIA’s new CMX Inference Context Memory Storage Platform
VAST Data announced support for NVIDIA’s recently unveiled Inference Context Memory Storage (ICMS) Platform, targeting the NVIDIA Rubin GPU architecture. The announcement addresses the challenge of managing KV cache data that exceeds GPU and CPU memory capacity as context windows scale to millions of tokens across multi-turn, agentic AI workflows.
Research Note: Improving Inference with NVIDIA’s ‘CMX’ Inference Context Memory Storage Platform
At NVIDIA Live at CES 2026, NVIDIA introduced its Inference Context Memory Storage (ICMS) platform as part of its Rubin AI infrastructure architecture. NVIDIA’s ICMS addresses KV cache scaling challenges in LLM inference workloads.
The technology targets a specific gap in existing memory hierarchies where GPU high-bandwidth memory proves too limited for growing context requirements while general-purpose network storage introduces latency and power consumption penalties that degrade inference efficiency.
NVIDIA at CES: When the Compute Stack Outgrew the Showroom
Jensen used the stage to argue that the world is shifting from CPU‑centric computing to AI‑driven, GPU‑first platforms, and the shift isn’t just for hyperscalers.
Research Note: Dynatrace & Google Cloud Collaborate on Observability for Agentic AI
Dynatrace and Google Cloud have expanded their collaboration to provide observability capabilities for agentic AI workloads through two primary integrations: a Gemini CLI extension for developer access to observability data within terminal environments, and an A2A protocol integration with Gemini Enterprise for real-time system monitoring.
Research Note: Nutanix and Pure Storage Integrated Solution now GA
Nutanix and Pure Storage announced the general availability of their previously announced integrated solution combining Nutanix Cloud Infrastructure with Pure Storage FlashArray. The partnership addresses growing market pressure around VMware licensing costs and vendor consolidation following Broadcom’s acquisition.
Research Note: ServiceNow Acquires Cyber-Security Player Armis for $7.75 Billion
ServiceNow recently entered into an agreement to acquire Armis, a cyber exposure management and cyber-physical security platform, for $7.75 billion in cash. The transaction is ServiceNow’s third major security-focused acquisition in 2025, following Moveworks ($2.85 billion) and Veza (undisclosed terms).
Call Notes: Q4 2025 Neocloud Market
Just before the Holiday break, I participated in an advisory session on the current state of the neocloud market, which is continuing to experience significant growth as the demand for AI infrastructure continues unabated. Can it continue?
Here I’m sharing some of the notes I used for that discussion.
Call Notes: Memory & NAND Market Update (Dec 2025)
Just before the Holiday break, I participated in an advisory session on the current state of the memory and NAND market, which is experiencing a marked upturn driven by constrained supply of legacy DRAM products and surging demand from higher-margin products like HBM and DDR5.
Here I’m sharing some of the notes I used for that discussion.
The Ecosystem Takes Center Stage at AWS re:Invent 2025
AWS re:Invent 2025 has become an industry show, with this year’s event showcasing a partner ecosystem focused on agentic AI integration and unified observability. The conference featured major announcements from enterprise ISVs, security platforms, and enterprise software providers, all positioning their technologies to work seamlessly with AWS’s new AI capabilities.
Research Note: IBM to Acquire Confluent for Real-Time Event Streaming
IBM has entered a definitive agreement to acquire Confluent for $11 billion in cash ($31 per share), adding enterprise-grade Apache Kafka streaming infrastructure to its hybrid cloud and AI portfolio. Confluent brings 6,500 enterprise customers, proven streaming architecture handling real-time data flows across hybrid environments, and capabilities specifically relevant to emerging agentic AI requirements. The […]
Research Note: Lenovo’s Expanded Storage and HCI Portfolio for Enterprise Modernization & AI Workloads
Lenovo announced a comprehensive update to its storage and hyperconverged infrastructure portfolio. The announcement includes four new ThinkSystem DS Series all-flash SAN arrays, three ThinkAgile HCI product lines supporting VMware, Nutanix, and Microsoft Azure Local environments, and expanded lifecycle services.
Research Note: Qualcomm Acquires RISC-V Player Ventana
Qualcomm Technologies this week announced the acquisition of Ventana Micro Systems, a developer of high-performance RISC-V CPU designs for datacenter and enterprise applications. The acquisition brings proven RISC-V engineering talent and existing chiplet designs into Qualcomm’s portfolio, complementing its custom Arm-based Oryon CPU development.
What the 5G‑OT Alliance Summit Revealed About Private 5G
2025 was defined more by adoption than by technical breakthroughs.
Research Note: Marvell to Acquire Silicon Photonics Player Celestial AI
Marvell Technology recently announced a definitive agreement to acquire Celestial AI for $3.25 billion in upfront consideration ($1 billion cash plus $2.25 billion in stock), with potential earnout payments of up to an additional $2.25 billion based on revenue milestones through fiscal 2029.
Research Note: AWS S3 AI-Focused Enhancements
AWS announced several enhancements to its S3 storage platform at its recent re:Invent 2025, strengthening its object storage capabilities for adjacent markets, including vector databases, enterprise file systems, and enterprise data lakes.
The announcements include the general availability of S3 Vectors with substantially increased scale limits, new S3 integration with FSx for NetApp ONTAP file systems, cost-optimization features for S3 Tables, and expanded performance monitoring through S3 Storage Lens.
Research Note: AWS Releases Trainium3, Teases Trainium4
At its recent AWS re:Invent event, AWS moved its custom AI accelerator strategy into a new phase with the general availability of EC2 Trn3 UltraServers based on the Trainium3 chip and the public preview of its next-generation Trainium4.
Research Note: HPE Announcements at Discover Barcelona 2025
At HPE Discover Barcelona 2025, Hewlett Packard Enterprise centered its announcements on three core pillars of enterprise infrastructure: networking for AI workloads, hybrid cloud and virtualization enhancements, and AI infrastructure systems at scale.
The 5G-OT Alliance is Off and Running
Unlike the polished narratives often seen at trade shows, the 5G-OT Alliance Connect offered a clear-eyed look at the private cellular journey.
Research Note: VAST Data Expands Cloud Presence with Microsoft Azure and Google Cloud Integrations
This month VAST Data announced integrations with both Microsoft Azure and Google Cloud, significantly expanding its hyperconverged approach to AI Storage, what its calls its “AI Operating System,” further into major public cloud environments.
Azure customers will gain access to VAST’s complete data services suite running on Azure infrastructure, while Google Cloud users receive the first fully managed VAST AI OS service. Both integrations emphasize eliminating data migration barriers and supporting agentic AI workloads.
The Future is Sovereign: How HPE is Forging the Hybrid Cloud Blueprint for the Global Enterprise
This is not simply the story of winning a deal; it’s the narrative of HPE defining the next era of hybrid cloud computing….
SC25: Beyond Super Computing
Supercomputing 2025 delivered a clear message to enterprise IT leaders: the infrastructure conversation has fundamentally changed. The announcements from SC25 were about architectural transformation.
From rack-scale designs to quantum integration to facility-level engineering, the building blocks of large-scale AI and HPC systems are being reimagined.
Analysis of the Private 5G Market: Is it Dying?
…P5G is not dying; rather, it is shedding unrealistic use cases.
Research Note: VAST Data Integrates with Google Cloud & Microsoft Azure
Over the past month, VAST Data has announced partnerships with both Google Cloud and Microsoft Azure to deliver its hyperconverged approach to AI data management (which it calls an “AI Operating System”) as a managed service in public cloud environments.
Research Note: Dell Adds 20+ Features to its AI Factory
Dell Technologies announced more than 20 updates to its AI Factory portfolio ahead of next week’s SC25 event, spanning compute, storage, networking, and cooling infrastructure. The announcements center on three primary themes: expanded support for NVIDIA Blackwell GPUs across multiple server platforms, introduction of AMD MI355X-based systems, and deeper integration of automation tools across the infrastructure stack.
Research Note: VDURA Data Platform v12
VDURA recently announced Version 12 of its VDURA Data Platform (VDP), formerly known as PanFS, introducing three primary architectural enhancements to its parallel file system: an elastic Metadata Engine for distributed metadata processing, system-wide snapshot capabilities, and native support for SMR disk drives.
Research Note: Snowflake BUILD 2025 Announcements
At its recent BUILD 2025 event, Snowflake unveiled a substantial array of platform updates centered on three core themes: compute performance optimization, data interoperability across heterogeneous environments, and operational automation.
The offerings address persistent enterprise challenges around data fragmentation, manual infrastructure management, and the operational overhead of supporting both transactional and analytical workloads on unified platforms.
Call Notes: Memory Market Supply Constraints and Rising Prices (Nov 2025)
Legacy and mobile DRAM types, including DDR4 and LPDDR5X, face severely extended delivery lead times, while contract prices for DRAM and NAND flash are rising sharply. This is leaving Smartphone OEMs and SoC vendors with elevated memory cost burdens that threaten margins and will likely force higher device prices.
Call Notes: Q4 Semiconductor Tracker
We’re in a moment that’s less about individual chip performance and more about processing-at-scale. It’s all about sprawling AI racks, optics, interconnect, and custom silicon hungry for scale, speed, and a story.
Quick Take: Qualcomm’s Diversification Strategy is Paying Off
Qualcomm’s fiscal Q4 2025 results tell a story that extends far beyond the smartphone chips that built the company. While the guidance-busting earnings numbers, $11.3 billion in revenue and $3.00 EPS, are impressive, it’s not the full story.
Research Brief: Oracle Database 26ai Delivers Fully Integrated AI
Oracle released its Oracle Database 26ai at its recent AI World event in Las Vegas. The update makes the database an integrated platform that embeds artificial intelligence capabilities across data management, development, and analytics operations.
The platform integrates vector search capabilities with traditional database functions, supports agentic AI workflows through in-database tools and MCP servers, and extends analytics capabilities through Iceberg table format support. Oracle also bundles in advanced AI features, including AI Vector Search, at no additional cost.
Research Brief: Cisco Partner Summit Infrastructure Announcements
At its 2025 Partner Summit in San Diego this week, Cisco announced three interconnected infrastructure initiatives to address the operational, connectivity, and edge-computing requirements of AI workloads.
The announcements span network management simplification through AgenticOps workflows, GPU-as-a-Service connectivity via SD-WAN integration with Megaport AI Exchange, and a new converged edge computing platform called Unified Edge.
From DoD to Enterprise: Future Technologies and the New Era of Trust in Mission-Critical Wireless
FT is transforming from a specialized, sector-focused systems integrator into a well-capitalized P5G Market Accelerator and Consolidator.
Beyond the Captive Portal: Why Passpoint and Private Cellular Are the Only Seamless Options
At its core, Passpoint replaces the insecure web login with certificate-based, enterprise-grade authentication.
Research Report: Beyond Legacy Virtualization: Wind River’s Modern Alternative for Enterprise Infrastructure
Wind River Cloud Platform emerges as a compelling enterprise-grade alternative that addresses both immediate VMware challenges and long-term infrastructure modernization needs. Built on proven open-source technologies including StarlingX, Kubernetes, and OpenStack, the platform delivers unified management of both virtual machines and containers under a single, highly automated infrastructure solution.
Research Report: Addressing Enterprise AI Data Challenges At Scale with the Dell AI Data Platform
This Research Report looks at how the Dell AI Data Platform addresses the challenges of AI-at-Scale with a purpose-built, modular approach that integrates file, block, and object storage into a unified system optimized for AI. Key components include data engines that enable aggregation, in-place querying, and searching across both structured and unstructured data sets, as well as storage engines that provide the necessary performance, scale, and security across on-premises, edge, and cloud environments.
Oracle AI World 2025: Bringing Cohesion to the AI Data Stack
Oracle AI World 2025 in Las Vegas was a clear demonstration of how far the company has come from its roots as a database vendor. This year’s event, as its new name might give away, was all about AI.
Oracle’s announcements centered on its Oracle AI Data Platform, a new Oracle database release, the new Autonomous AI Lakehouse, along with new advances in Oracle’s distributed cloud portfolio, and deepened multi-cloud partnerships with both Google Cloud and AWS. That’s a lot – and we’re just hitting the highlights.
Research Note: Qualcomm Introduces AI200 & AI250 for Data Center Inference
Qualcomm Technologies recently announced two data center inference accelerators, the AI200 and AI250, targeting commercial availability in 2026 and 2027, respectively. The products are Qualcomm’s first strategic push into rack-scale AI inference.
Research Brief: Oracle Autonomous AI Lakehouse
Oracle recently announced its Oracle Autonomous AI at its Oracle AI World event in Las Vegas. The new offering combines Oracle’s Autonomous AI Database platform with native Apache Iceberg support. The offering addresses persistent enterprise challenges around data lock-in and platform interoperability by providing standardized access to data across multiple clouds and catalogs.
SONiC Operators Rejoice: Cisco Announces NVIDIA based AI Networking with SONiC
This isn’t just another option coming out of Cisco’s R&D; it’s a blueprint for the future.
HPE Doesn’t Trust Anyone Else with Exascale Speed
Choosing Slingshot instead of buying competitor gear like InfiniBand is a hardcore strategic move centered on performance, predictability, and ownership.
Research Note: Red Hat AI 3.0
Red Hat released version 3.0 of its AI platform, introducing production-ready features for distributed inference, expanded hardware support, and foundational components for agentic AI systems.
Key additions include the generally available llm-d project for Kubernetes-native distributed inference, support for IBM Spyre accelerators alongside existing NVIDIA and AMD GPU options, and developer preview features for Llama Stack and MCP integration.
Is Now the Time to Converge P5G with Wi-Fi?
The promise of Private 5G (P5G) is tantalizing for enterprises, particularly in mission-critical industrial and campus environments.
Purpose-Driven Networking is the New Standard: RUCKUS Networks Goes All-In on Experience-Critical Verticals
Your Network Isn’t Just Infrastructure—It’s Your Biggest Business Risk. RUCKUS Networks Builds the Mitigation Strategy.
IBM TechXchange 2025: Enterprise AI Comes of Age in Orlando
I’ve just returned from IBM TechXchange 2025 in Orlando, and if there was one overarching message from this year’s event, it was this: the era of AI experimentation is over, and IBM is ready to help enterprises bring it to production environments.I’ve just returned from IBM TechXchange 2025 in Orlando, and if there was one overarching message from this year’s event, it was this: the era of AI experimentation is over, and IBM is ready to help enterprises bring it to production environments.
Research Note: Qualcomm Acquires Arduino, Extends IoT Reach
Qualcomm announced its acquisition of Arduino, an open-source hardware and software company with an estimated 33 million active users.
The acquisition arrives as Qualcomm accelerates diversification beyond smartphones through its Dragonwing brand, launched earlier in 2025, showing the strong organizational commitment to IoT and edge computing as primary growth engines, alongside automotive.
The Best-Kept Secret in IT: Why Your Factory Needs to Ditch Copper and Go Full Fiber
Traditional Ethernet networks are a sprawling mess of cables, switches, and distribution frames……POL, on the other hand, is deceptively simple.
Research Note: Qualcomm Shows Strong Automotive Momentum @ IAA
Qualcomm announced multiple strategic partnerships aimed at strengthening its position in the automotive technology market at the recent IAA Mobility 2025 event in Germany.
The company announced collaborations with Mercedes-Benz, BMW Group, Google Cloud, HARMAN, and Valeo, spanning digital cockpit systems, automated driving platforms, AI-powered agents, and ADAS solutions.
Research Note: IBM Releases Granite Model for DocLing Document Processing
IBM recently released Granite-Docling-258M, a specialized vision-language model for document conversion that operates at 258 million parameters under an Apache 2.0 license. The new model is a production-ready iteration of the experimental SmolDocling-256M-preview released earlier this year and incorporates architectural improvements and stability enhancements.
Research Note: Cloudera Adds Support for Dell ObjectScale
Cloudera announced the integration of Dell ObjectScale into its AI-in-a-Box offering, positioning the collaboration as a comprehensive Private AI platform for enterprise-scale deployments.
The new integration allows Cloudera’s compute engines to operate directly against Dell’s object storage infrastructure, creating what the vendors characterize as a validated, integrated data platform.
Research Note: Pure Storage September Platform Updates
At its recent Accelerate event in New York, Pure Storage announced a comprehensive platform refresh, introducing six major product updates that span high-performance storage arrays, AI acceleration capabilities, cloud-native services, and advanced storage modules.
Research Note: Pure Storage Enhances Cyber-Resilience
At its recent Accelerate event in New York, Pure Storage unveiled a comprehensive expansion of its cyber-resilience capabilities.
India’s Wi-Fi 7 Dream Hits a Snag: A Spectrum Setback
This delay is particularly impactful when considering how heavily mobile device traffic actually relies on Wi-Fi, not cellular data.
Cohesity Catalyst 1
The Cohesity Catalyst 1 announcements aren’t just about new features; they represent a cohesive strategy to simplify and secure the enterprise data landscape.